vTiger Installation & Setup Services

Installing vTiger for your company requires a lot more than unpacking the software and uploading files. In order to correctly integrate vTiger into your business's infrastructure, you need to be sure your server is compatible and meets all the requirements. We carefully set up each of the essential elements of the platform.

Professional vTiger Adoption & Configuration Services

One of the best parts of vTiger is the platform's flexibility. With a huge variety of features, you can be assured that you'll get exactly what your business needs. However, all these features also means you need a Expert on your side to make it work the way you want. When you work with us, you get experienced developers in VTiger who can implement and set up the software to your exact specifications and requirements.

vTiger Configuration

vTiger Customer Portal

One of the most valuable features of a vTiger installation is the vTiger Customer Portal. The vTiger Customer Portal gives your customers direct access to a variety of important features that help you conduct business more smoothly. The customer portal is the ultimate self-service tool for your customers, and we can help you create the best customer portal possible.

Better Experience

The Importance of vTiger Permissions

vTiger gives your company the ability to create a wide range of permissions for your employees and customers. This gives you full control over what your users are allowed to do with your data. By setting up the correct permissions, you can protect your data and make sure that only the right people are accessing certain files or making changes.

Configuration Options

Workflow Automation

vTiger comes with many powerful options for creating workflows that will automate many of your business tasks and improve your sales cycles. Workflow automation can save your company a lot of time and money. In order to take advantage of these automations, you need an experienced developer on your side. With the proper set up and configuration, you can create workflows that will automatically:

Workflow

vTiger Phone Integration

When you want to maximize your potential, you need to find the most cutting-edge solutions for your business. With vTiger PBX/Phone Integration, you can combine CRM power with enhanced communication. This allows you to collect more data and reach more customers. Don't let separated solutions stop you from reaching your business goals.

PBX Manager Integration

Debugging & Troubleshooting

We offer full CRM Support to all of our clients because we understand that it can be difficult to get a handle on vTiger, especially when you first begin using the system. It can be frustrating not being able to setup Outgoing Email Server, Mail Manager or Workflows . Don’t get discouraged if you’re having difficulties with vTiger. It’s a complicated piece of software, and many business owners struggle with some aspect of it. Our team is standing by to assist you with any issues you might run into.

vTiger Customization Services

We pride ourselves not just on our knowledge of Development for VTiger, but also on our knowledge of business in general. We understand that your business is a unique entity. The solution for someone else is most often not going to be the solution for you. When we perform Custom Development for VTiger, we make it into a truly custom-tailored experience. Rather than giving you a one-size-fits-all solution, we give you the implementation that will actually work for your business model.

Our Business & vTiger Experience is what makes us unique.

We use the latest code packages & libraries to achieve best results.

We take development very seriously and we never do work on production vTiger instance.

We have worked with hundreds of businesses in dozens of industries. We know exactly what it takes to make vTiger into an appropriate solution for your company. Our Expert team will find the right extensions for you. Whether you need a standard vTiger Implementation or a complete overhaul with custom reports and brand new modules, we can get the job done for you. Click here for more information

Latest Projects

Professional vTiger Upgrade Services

Our team has successfully completed hundreds of vTiger migrations, and has the ability to do so from virtually any version and environment. Why waste your precious time getting your hands dirty when you can have us do it for you, saving you all the hassle. We have Experts available to handle your vTiger Upgrade and vTiger Migration needs. Our bullet-proof, 2 step upgrade process allows us quickly & efficiently migrate your valuable data to the desired version of vTiger.

Performing a Test Migration prior to its full implementation allows us to address any issues before proceeding to the final migration. This step ensures a smooth transition through the migration and the assurance that you will not have data loss.

Final/Production Migration is scheduled once the all the issues discovered(if any) in the test migration have been resolved.

Without knowing how to properly migrate and upgrade your CRM you have the potential to lose a significant amount of your data. Our vTiger Migration and vTiger Upgrade services are available to help you run a flawless migration. Click Here to find out more about our services.

vTiger Monthly Support & Maintenance

With years of CRM experience, our firm has the ability to efficiently meet all of your needs. Our vTiger Monthly Support Agreement includes variety of Services to make sure that you can stay on top of your business and keep the best customer relationships possible.

Agreement Benefits

Vtiger Cloud

Vtiger Cloud hosting solution is provided by vtiger.com. It runs on a state of the art technology, is secure and fastest solution out there. Thousands of business use Vtiger Cloud daily. There are multiple packages to choose fro:

Hosting Features

Professional vTiger Disaster Recovery Services

vTiger is a powerful solution for your customer relationship management, however there's always chance to lose your data because of the database, file corruption or even server failure. In case the unthinkable happens - Our vTiger Database Corruption and Recovery Solutions are designed to get your business up and running in no time.

Be Prepared!

Professional vTiger Training

Our consultants are dedicated to finding the best, cost-effective, and most efficient vTiger Training program to fit your business. Every business is different and requires a different training to accommodate your business flow. Our training experts work along with the support team to provide vTiger training tailored to your business.

Consultation Benefits

vTiger 3rd Party Integration Services

Software almost never works exactly how you want it to right out of the box. Even powerful tools like vTiger need the right implementation and customization plan in order to provide the business solutions you need. We're here to help you with the vTiger Implementation/Integration plan that will work specifically for your business.

Gmail, Outlook & Office 365 Integration for VTiger

Corrensa is a complete Gmail, Outlook & Office 365 Integration for VTiger. It was designed to allow users to view, edit & createLeads/Contacts, Organizations, Tickets, Opportunities & Activities from within Email interface. It’s a Google Chrome Extension/Gadget that can be installed from Google Chrome Store – Corrensa. The Extension adds a toolbar to the border of Gmail, Outlook & Office 365 and allows to access vTiger data from within. it also supports linking Email messages from Email interface to vTiger.

vTiger Tips

In VTiger 7, admins can Create/Import new users from CSV. file. It is a very easy way to transfer users from one instance to another and save the time for creating all the users from the start. How to Import Users Go to Menu > Settings > CRM Settings > User Management > Users. Click…

Tags are a way to organize your data in the ways that are more customized to your company. Tags help you find records that are otherwise not easily searchable. Tags are an easy way of labeling a record using a word, or short phrase. Multiple tags can be associated with a record. They are the most powerful…

In VTiger 7, you can create new Tasks and manage them as well. Users can also select the priority according to the nature of the task and easily manage it by using drag and drop. How to Efficiently Manage Your Tasks Click on the “Task” button on the top right corner of the screen. Here…

In VTiger 7 it is very easy to configure Columns List. You can quickly Add/Delete and Rearrange columns list according to your needs. It helps to get the desired information form the record without the hassle of opening the record. How to Quickly Update List Columns Click on the “Manage List Columns” icon to configure…

The Box.com Integration seamlessly sync VTiger with Box.com and you can assign Box.com folders to the any of the VTiger Records. Then you’ll be able to perform numerous functions like uploading the documents/folders, edit files online, review file revisions, share files etc directly from Vtiger (without opening Box.com). This integration allows unique records to be…